Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Loveland, CO, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$300,000.00
# of Accounts
200
Avg Client Age
55
Overview

100% Fee based RIA specializing in tax efficient value based investing strategies and financial life planning. Looking for books of business to potentially buy or just do the investment strategies.

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